See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,785 | $111,754-36.7% | $103,333-31.5% | $145,922-51.5% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 4.62% | 24.77%-20.1pp | 24.88%-20.3pp | 561.29%-556.7pp |
| Employer contribution / active EE | $2,298 | $4,212-45.4% | $3,868-40.6% | $4,660-50.7% |
| Participant deferral / active EE | $8,230 | $5,619+46.5% | $5,057+62.7% | $6,688+23.1% |
| Admin fee / account holder | $33,194 | $9,750+240.4% | $8,355+297.3% | $13,397+147.8% |